Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.564 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47788.2 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46393.32 Kr¶
PnL: ---------------------------------------> -495.25 Kr¶
DD now: ---------------------------------> -1.731 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 09:26:47.716346'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.000000 | 3135.600000 | 164.600000 | 5.540000 | 2971.000006 |
| HEBA B | 70 | 0.000000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| Corem Property Group B | 59 | 2.660000 | 660.210000 | 83.210000 | 14.420000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.520000 | 427.200000 | 72.200000 | 20.340000 | 355.000000 |
| HMS Networks | 2 | 1.010000 | 719.200000 | 46.200000 | 6.860000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.890000 | 3480.000000 | 26.000000 | 0.750000 | 3453.999992 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.480000 | 263.040000 | 17.040000 | 6.930000 | 246.000000 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Intrum | 4 | 1.500000 | 540.400000 | 13.400000 | 2.540000 | 527.000000 |
| Midsona B | 63 | 0.320000 | 594.090000 | 11.090000 | 1.900000 | 582.999984 |
| OEM International B | 7 | 0.130000 | 537.600000 | 9.600000 | 1.820000 | 527.999997 |
| Norva24 Group | 16 | -0.170000 | 552.320000 | 9.320000 | 1.720000 | 543.000000 |
| MedCap | 2 | 1.420000 | 430.000000 | 9.000000 | 2.140000 | 421.000000 |
| Essity B | 2 | 0.970000 | 582.000000 | 8.000000 | 1.390000 | 574.000000 |
| Resurs Holding | 22 | -0.790000 | 580.360000 | 6.360000 | 1.110000 | 573.999998 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Coor Service Management Hold. | 8 | -1.610000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| Creaspac SPAC | 6 | 0.310000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| AcadeMedia | 12 | -0.170000 | 560.400000 | 3.400000 | 0.610000 | 557.000004 |
| Handelsbanken A | 5 | 0.500000 | 548.500000 | 2.500000 | 0.460000 | 546.000000 |
| Securitas B | 6 | 0.700000 | 567.600000 | -2.400000 | -0.420000 | 570.000000 |
| Boozt | 12 | -1.150000 | 1651.200000 | -2.800000 | -0.170000 | 1653.999996 |
| Swedbank A | 3 | -0.480000 | 558.300000 | -5.700000 | -1.010000 | 564.000000 |
| CTEK | 13 | 1.200000 | 524.160000 | -9.840000 | -1.840000 | 533.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.430000 | 548.100000 | -13.900000 | -2.470000 | 562.000005 |
| SAAB B | 8 | 1.000000 | 3315.200000 | -61.800000 | -1.830000 | 3377.000000 |
| International Petroleum Corp. | 5 | 1.150000 | 526.500000 | -68.070000 | -11.450000 | 594.565215 |
| Vivesto | 1368 | -0.620000 | 530.240000 | -82.760000 | -13.500000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.090000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| OX2 | 18 | 0.060000 | 1535.400000 | -128.600000 | -7.730000 | 1663.999992 |
| Axfood | 13 | 0.220000 | 3563.300000 | -192.700000 | -5.130000 | 3756.000001 |
| Fasadgruppen Group | 35 | 2.630000 | 3556.000000 | -255.000000 | -6.690000 | 3810.999990 |
| Ovzon | 52 | 2.430000 | 3068.000000 | -294.000000 | -8.740000 | 3361.999992 |
| TOTAL | 46393.320000 | -495.250000 | -1.73081% | 46888.564618 |
Updated:¶
'2023-01-16 09:27:00.591400'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
